Class II, Program 1

Thursday, September 30, 2021

Current Federal Tax Developments

Instructor: Jonathan G. Blattmachr

• A Year in Review: An Estate Planner’s Perspective on Recent Tax Developments

Now What?: Surviving the Recent Tax Law Changes – An Estate Planners Perspective

Instructor: Jonathan G. Blattmachr, Beth Shapiro Kaufman and Ronald D. Aucutt

• Washington Update Pending and Potentials Administrative and Legislative Changes PowerPoint
• Washington Update Pending and Potential Administrative and Legislative Changes
• Part 1
• Part 2

The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond

Instructor: Beth Shapiro Kaufman

• Cover Note from Beth
• MAFI Problem Handout
• Generation-Skipping Transfers
• The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond PowerPoint

Fiduciary Income Tax Basics and the Use of Intentionally Defective Grantor Trusts

Instructor: T. Randolph Harris

• Fiduciary Income Tax Basics and the Use of Intentionally Defective Grantor Trusts

Flexible Marital Deduction Planning

Instructor: Barbara A. Sloan

• Flexible Marital Deduction Planning

The Fundamentals of Life Insurance in Private Wealth Planning

Instructor: David A. Wexler, CLU

• Fundamentals of Life Insurance Planning in Private Wealth